Various documents can be added to your invoices. Payt distinguishes between invoice documents and invoice attachments.
Invoice documents
An invoice document is the original PDF of the invoice.
Checking for missing invoice documents
If no invoice document is linked, the message 'Invoice document missing' will appear. You can filter for this in the invoice list by selecting 'Invoice document missing' under the 'Attention' filter.
How does the invoice document arrive in Payt?
This depends on how your administration is set up.
- Accounting package: Invoice documents that are present in your accounting package can typically be imported directly into Payt.
- Mail2Payt: Invoice documents can be sent via email to a special email address for your administration. Ensure the file name follows the correct format so that the document is successfully linked during the next automatic import.
Modifying an invoice document
Is the imported invoice document incorrect? Learn how to modify it here: 'How do I edit an invoice document?'
Invoice attachments
An invoice document contains additional information, such as an invoice specification. Attachments can be added in two ways:
- Automatically via the accounting software integration, as long as the attachment is present in the accounting package and Payt can import this
- Manually in Payt using 'Add attachments'
